Clearview Investments
- Regulatory AUM
- $59.1M
- Discretionary
- $54.4M
- Clients
- 379
- Avg AUM / client
- $156K
- Accounts
- 486
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 379 | $51.8M | 87.6% |
| High net worth individuals | Fewer than 5 clients | $7.3M | 12.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Contitech Usa, Llc Defined Benefit Plan Contitech Usa, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy John Devries | Registered representative | Jul 2010 (16y) | ||
| Leonard David Debraber | Registered representative | Jul 2014 (12y) | ||
| Kurt Philip Holzhueter | Registered representative | Oct 2025 (1y) | ||
| Karl Gerald Holzhueter | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Contitech Usa, Llc Defined Benefit Plan | Contitech Usa, Llc | 309 | $105M | 08/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/01/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $16.2M (27% of AUM) Mar 2026
- Fidelity Brokerage Services $8.3M (14% of AUM) Mar 2026
- Mtg, Llc $6.8M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 01, 2026.
View current Form ADV (SEC/IAPD) ↗